OneAnswer KiwiSaver Scheme Sustainable International Share Fund

Fund report as at 31 December 2018

How has the fund performed?

Performance as at 31 December 2018

3 months

1 year

3 years (pa)

5 years (pa)

Since launch

-15.31%

-5.76%

4.54%

6.71%

5.24%

Performance is after the annual fund charge, and before tax and membership fees (if applicable). For more information, see legal information and disclaimers.

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What does the fund invest in?

The fund invests mainly in equities in companies pursuing a sustainable development policy. Investments may include:

  • equities in companies pursuing a sustainable development policy and combining respect for social principles (such as human rights, non-discrimination and the issue of child labour) and environmental principles, with good financial prospects,
  • convertible securities, and
  • cash and cash equivalents.

This chart shows the mix of assets that the fund generally intends to invest in.

See the fund's actual investment mix on page 3 of the Fund update.